Buildings

Jordan Thatcher

Senior Tax Consultant
Education and Credentials

As a Senior Tax Consultant at SteelPeak Wealth, Jordan Thatcher brings 10 years of expertise in accounting, tax preparation, and tax planning. She is also a skilled paralegal with extensive experience assisting attorneys in the preparation and administration of trusts, estates, and related legal matters. Jordan’s paralegal background includes a focus on corporate compliance, where she helps businesses navigate complex legal requirements and ensure they remain in good standing with regulatory standards.

With a reputation for providing comprehensive financial solutions, Jordan specializes in helping both individuals and businesses maximize tax efficiency and minimize liabilities. She takes a personalized approach to each client’s financial situation, delivering tailored strategies that support both short-term objectives and long-term success.

Outside of her professional life, Jordan enjoys spending quality time with her family, exploring the outdoors, and working on home remodeling projects.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Jordan
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Steve Racius
Associate Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Alejandra Guzman
Paralegal – Compliance Associate
Stephanie Valderrama
Administrative Assistant
Morten Roness, MBA
Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Tony Walsh
Chief Operating Officer
Derek Ruan
Wealth Advisor
Kiras Persky
Deputy General Counsel
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Allison Garcia
Tax Administrator
Rina Pineda, CPA, MST
Director of Tax Consulting
Anthony Kim
Portfolio Manager
Rich Winer
Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Katherine Neto, AWMA®
Client Service Associate
Kingsley Choi
Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Lucas McDonnell
Client Service Associate
Jason Hart
Director of Operations
Dylan Drake
Marketing Associate
Jess Boone
Director of Client Development, SteelPeak Sports
Mike Shotton
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Ryan Santiago
Operations Manager
Annie Heller
Associate Wealth Advisor & Investment Analyst
Charlotte Perkinson
HR & Talent Manager
Samantha Orellana
Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Brendan Finneran
Senior Portfolio Manager
Myles Bozinovski
Business Development Manager
Nicolo Gori
Client Service Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Alexandra Miller
Full Charge Bookkeeper
Andrew Moss
Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Dalia Dardoon
Associate Wealth Advisor
Curtis Cooper
Associate Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Laila Bahman
Associate
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Michael Rashtian
Vice President, Wealth Advisor
Andy Rosas
AI Strategy & Operations Manager
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Roger Lopez
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Cecilia Umbel
Client Service Manager
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Jordan Peterson, CPFA®
Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Josh Lev
Vice President, Investment Research
Teddy Weber, CPA
Tax Associate
Tyler Resh
Chief Growth Officer
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
James Cordle
Senior Trader
Leonard Green
Compliance Manager
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Raesa Martin
Client Service Associate
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Brandon McAuslen
Portfolio Manager
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Luke Everhart
Business Development Associate
Joshua Fein
Controller
Jackie Stafford
Sr. Client Service Associate
Nina Weiss
Sr. Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Kim Zajic
Chief Administrative Officer
Daniel Atchinson
Junior Tax Associate
Lisa Tashtchian
Sr. Client Service Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Joe Fusaro
Director of Operations
JP Tran
Client Service Associate
Aimie Lalas
Tax Administrator
Rachel Otto
Staff Accountant
Joseph Brandolino
Associate Wealth Advisor